See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,672 | $102,605+3.0% | $145,661-27.5% | $84,808+24.6% |
| Participation rate | 62.9% | 74.3%-11.4pp | 77.2%-14.4pp | 68.3%-5.5pp |
| Annual return | 15.89% | 26.50%-10.6pp | 101.46%-85.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,939 | $3,325-11.6% | $4,238-30.6% | $2,631+11.7% |
| Participant deferral / active EE | $6,072 | $5,750+5.6% | $7,198-15.6% | $4,212+44.2% |
| Admin fee / account holder | $1,986 | $8,758-77.3% | $12,466-84.1% | $7,344-73.0% |